Lester Murray Antman dba SimplyRich

Latest statistics and disclosures from Lester Murray Antman dba SimplyRich's latest quarterly 13F-HR filing:

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Portfolio Holdings for Lester Murray Antman dba SimplyRich

Lester Murray Antman dba SimplyRich holds 216 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 7.8 $27M 109k 250.42
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Alphabet Inc Class C cs (GOOG) 5.4 $19M 99k 190.44
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Ishares Msci Usa Min Volfctr Etf Uie (USMV) 4.8 $17M 188k 88.78
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Ishs Msci Emerg Mrkt Minvol Fct Etf Uie (EEMV) 4.3 $15M +3% 260k 57.99
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Ishares Msci Eaf Min Volfct Etf Uie (EFAV) 4.1 $14M +2% 202k 70.71
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Alphabet Inc Class A cs (GOOGL) 3.3 $12M 62k 189.29
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Microsoft Corporation (MSFT) 3.2 $11M 26k 421.48
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UnitedHealth (UNH) 2.2 $7.7M 15k 505.83
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Visa (V) 2.1 $7.4M 24k 316.02
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Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 2.1 $7.4M 86k 86.01
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Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM) 2.0 $6.9M 35k 197.48
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Home Depot (HD) 1.9 $6.7M 17k 388.95
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Ishs Trust-glo.r Etf Uie (REET) 1.8 $6.2M -8% 258k 23.97
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Invsc S P 500 Equal Weight Etf Iv Uie (RSP) 1.3 $4.6M 26k 175.23
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Wal-Mart Stores (WMT) 1.2 $4.1M 46k 90.35
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Relx Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RELX) 1.1 $3.7M 81k 45.41
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Cigna Corp (CI) 1.0 $3.5M 13k 276.07
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Cgi Inc Fclass A FGC (GIB) 0.9 $3.3M 30k 109.32
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Berkshire Hathaway (BRK.B) 0.9 $3.3M 7.3k 453.15
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McDonald's Corporation (MCD) 0.9 $3.2M 11k 289.82
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McKesson Corporation (MCK) 0.8 $3.0M 5.2k 569.83
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Accenture Plc Ireland Fclass A Fgo (ACN) 0.8 $2.8M 8.1k 351.76
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TJX Companies (TJX) 0.8 $2.8M 23k 120.77
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MasterCard Incorporated (MA) 0.8 $2.7M 5.2k 526.54
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Southern Copper Corporation (SCCO) 0.7 $2.6M 28k 91.11
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Amazon (AMZN) 0.7 $2.5M 11k 219.33
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Motorola Solutions (MSI) 0.7 $2.4M 5.2k 462.17
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Amgen (AMGN) 0.7 $2.4M 9.1k 260.58
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Anthem (ELV) 0.7 $2.3M 6.2k 368.86
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Ferrari N V New F Fgo (RACE) 0.6 $2.3M 5.3k 424.70
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Cisco Systems (CSCO) 0.6 $2.1M 35k 59.19
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Paccar (PCAR) 0.6 $2.1M 20k 104.00
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Vipshop Hldgs Ltd Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (VIPS) 0.6 $2.0M 151k 13.47
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Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL) 0.6 $2.0M 35k 56.68
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Comcast Corporation (CMCSA) 0.6 $2.0M -2% 52k 37.52
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Costco Wholesale Corporation (COST) 0.6 $1.9M 2.1k 916.20
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Fiserv (FI) 0.6 $1.9M 9.4k 205.35
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Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (LVMUY) 0.6 $1.9M 15k 130.68
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Chubb Ltd F Fgo (CB) 0.5 $1.9M 6.9k 276.30
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Nike (NKE) 0.5 $1.9M 25k 75.63
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Cme (CME) 0.5 $1.9M 8.2k 232.13
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Toyota Mtr Corp Fsponsored Adr 1 Adr Reps 10 Ord Adr (TM) 0.5 $1.9M 9.7k 194.60
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Transportadora De Gas Fsponsored Adr 1 Adr Reps 5 Ord Adr (TGS) 0.5 $1.9M 65k 29.26
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Rb Global Inc F FGC (RBA) 0.5 $1.9M 21k 90.17
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Canadian Natl Ry Co F FGC (CNI) 0.5 $1.9M +4% 18k 101.48
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Sap Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (SAP) 0.5 $1.8M 7.4k 246.10
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Automatic Data Processing (ADP) 0.5 $1.8M 6.2k 292.59
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Intercontinental Exchange (ICE) 0.5 $1.8M 12k 148.97
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FedEx Corporation (FDX) 0.5 $1.8M 6.2k 281.30
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Broadcom (AVGO) 0.5 $1.7M 7.5k 231.77
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AFLAC Incorporated (AFL) 0.5 $1.7M 17k 103.41
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Shell Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (SHEL) 0.5 $1.7M -8% 27k 62.64
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Raytheon Technologies Corp (RTX) 0.5 $1.6M 14k 115.71
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Ishares Msci Global Min Vol Fct Etf Uie (ACWV) 0.5 $1.6M 15k 109.19
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Paypal Holdings (PYPL) 0.5 $1.6M 19k 85.31
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PNC Financial Services (PNC) 0.5 $1.6M 8.3k 192.73
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Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVS) 0.4 $1.5M -5% 16k 97.28
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Northrop Grumman Corporation (NOC) 0.4 $1.4M 3.1k 469.19
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Take-Two Interactive Software (TTWO) 0.4 $1.4M 7.6k 183.99
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Infosys Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (INFY) 0.4 $1.4M 62k 21.92
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Vanguard Real Estate Etf Uie (VNQ) 0.4 $1.4M 15k 89.03
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1/100 Berkshire Htwy Cla 100 0.4 $1.4M 200.00 6805.00
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Brookfield Corp Fclass A FGC (BN) 0.4 $1.4M 24k 57.45
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Micron Technology (MU) 0.4 $1.3M 16k 84.15
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Marsh & McLennan Companies (MMC) 0.4 $1.3M 6.2k 212.27
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Lockheed Martin Corporation (LMT) 0.4 $1.3M -13% 2.7k 485.68
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Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML) 0.4 $1.3M 1.9k 692.59
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Walt Disney Company (DIS) 0.4 $1.3M 12k 111.35
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Wipro Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (WIT) 0.4 $1.3M +126% 368k 3.54
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Janux Therapeutics (JANX) 0.4 $1.3M +205% 24k 53.51
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Nippon Teleg & Tel Cor Fsponsored Adr 1 Adr Reps 25 Ord Adr (NTTYY) 0.4 $1.3M 51k 24.96
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Sempra Energy (SRE) 0.3 $1.2M 14k 87.71
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eBay (EBAY) 0.3 $1.2M 19k 61.91
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Procter & Gamble Company (PG) 0.3 $1.2M 6.9k 167.51
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Thomson Reuters Corp F FGC (TRI) 0.3 $1.1M 7.1k 160.31
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Garmin Ltd F Fgo (GRMN) 0.3 $1.1M +2% 5.4k 206.26
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Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (AZN) 0.3 $1.1M 17k 65.50
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International Business Machines (IBM) 0.3 $1.1M +2% 4.9k 219.79
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Illinois Tool Works (ITW) 0.3 $1.1M 4.3k 253.34
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Imperial Oil Ltd F FGC (IMO) 0.3 $1.1M 17k 61.57
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Republic Services (RSG) 0.3 $1.0M 5.2k 201.15
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Spdr Dow Jone Global Real Estate Etf Uie (RWO) 0.3 $996k 23k 42.86
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Johnson Controls Inter F Fgo (JCI) 0.3 $994k 13k 78.87
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Abb Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (ABBNY) 0.3 $970k 18k 53.67
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Invsc Sp Smallcap 600 Pure Value Etf Uie (RZV) 0.3 $959k 8.6k 111.32
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Ntnl Grid Plc Fsponsored Adr 1 Adr Reps 5 Ord Adr (NGG) 0.3 $943k -2% 16k 59.41
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Lyondellbasell Industr Fclass A Fgo (LYB) 0.3 $910k -10% 12k 74.26
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Linde Plc F Fgo (LIN) 0.3 $909k 2.2k 418.32
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Union Pacific Corporation (UNP) 0.3 $902k 4.0k 227.84
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Mondelez Int (MDLZ) 0.3 $899k -5% 15k 59.67
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Coca-cola Femsa S A B Fsponsored Adr 1 Adr Reps 10 Ord Adr (KOF) 0.2 $838k 11k 77.84
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Pepsi (PEP) 0.2 $803k 5.3k 152.05
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Coca-Cola Company (KO) 0.2 $791k 13k 62.19
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Logitech Interntnl Sa F Fgo (LOGI) 0.2 $785k +23% 9.5k 82.29
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Schwab Value Advantage Money Investor Shares MMN (SWVXX) 0.2 $775k -17% 776k 1.00
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Pearson Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (PSO) 0.2 $773k +28% 48k 16.12
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Mr Cooper Group (COOP) 0.2 $751k 7.8k 95.89
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Target Corporation (TGT) 0.2 $724k 5.4k 135.15
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Caterpillar (CAT) 0.2 $724k 2.0k 362.73
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Oracle Corporation (ORCL) 0.2 $685k 4.1k 166.55
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Check Point Software T F Fgo (CHKP) 0.2 $672k 3.6k 186.46
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Vanguard Total Stock Mkt Idx Adm MFC (VTSAX) 0.2 $669k 4.7k 140.96
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Tower Semiconductor F Fgo (TSEM) 0.2 $663k NEW 13k 51.44
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Iqiyi Inc Fsponsored Adr 1 Adr Reps 7 Ord Adr (IQ) 0.2 $661k NEW 329k 2.01
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Orix Corp Fsponsored Adr 1 Adr Reps 5 Ord Adr (IX) 0.2 $659k 6.2k 106.12
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Willis Towers Watson P F Fgo (WTW) 0.2 $652k 2.1k 313.16
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D.R. Horton (DHI) 0.2 $642k 4.6k 139.72
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Waste Management (WM) 0.2 $641k +2% 3.2k 201.76
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Atour Lifestyle Hldgs Funsponsored Adr 1 Adr Reps 3 Ord Adr (ATAT) 0.2 $626k +11% 23k 26.87
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Facebook Inc cl a (META) 0.2 $620k 1.1k 585.46
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Emerson Electric (EMR) 0.2 $620k 5.0k 123.80
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Sony Group Corp Fsponsored Adr 1 Adr Reps 1 Ord Adr (SONY) 0.2 $614k +585% 29k 21.13
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Aon Plc Fclass A Fgo (AON) 0.2 $614k 1.7k 358.85
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Hsbc Hldgs Plc Fsponsored Adr 1 Adr Reps 5 Ord Adr (HSBC) 0.2 $609k +7% 12k 49.38
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Vanguard Dividend Appreciation Etf Uie (VIG) 0.2 $607k 3.1k 195.68
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Merck & Co (MRK) 0.2 $602k 6.1k 99.36
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Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN) 0.2 $596k 63k 9.53
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Dr Reddys Labs Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (RDY) 0.2 $590k +465% 37k 15.77
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Fidelity Inflation-prot Bd Index MFB (FIPDX) 0.2 $566k 64k 8.89
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Chunghwa Telecom Co Lt Fsponsored Adr 1 Adr Reps 10 Ord Adr (CHT) 0.2 $560k +5% 15k 37.59
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Dodge & Cox Stock I MFC 0.2 $553k 2.2k 256.97
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Qifu Technology Inc Funsponsored Adr 1 Adr Reps 2 Ord Adr (QFIN) 0.2 $548k +5% 14k 38.35
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Amcor Plc F Fgo (AMCR) 0.2 $540k -12% 58k 9.40
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Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Adr (DEO) 0.1 $525k +7% 4.1k 126.90
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Capital One Financial (COF) 0.1 $524k 2.9k 178.29
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Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (RIO) 0.1 $524k -10% 8.9k 58.72
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Tc Energy Corp F FGC (TRP) 0.1 $521k 11k 46.51
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Bridgestone Corp Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (BRDCY) 0.1 $516k 31k 16.75
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Wisdomtree Intl Smallcp Dividend Etf Uie (DLS) 0.1 $494k 7.9k 62.85
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Ishares 1-3 Year Treasrybond Etf Uie (SHY) 0.1 $491k 6.0k 81.82
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Texas Instruments Incorporated (TXN) 0.1 $487k +5% 2.6k 187.16
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Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Adr (ALIZY) 0.1 $486k 16k 30.51
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Reinsurance Group of America (RGA) 0.1 $482k +24% 2.3k 213.56
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Everest Reinsurance Gr F Fgo (EG) 0.1 $481k +2% 1.3k 362.20
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Komatsu Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (KMTUY) 0.1 $480k 18k 27.27
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Fabrinet F Fgo (FN) 0.1 $463k +32% 2.1k 219.64
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Cheniere Energy (LNG) 0.1 $459k +54% 2.1k 214.59
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Sun Life Finl Inc F FGC (SLF) 0.1 $457k 7.7k 59.24
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Agilent Technologies Inc C ommon (A) 0.1 $456k 3.4k 134.12
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Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord Adr (BIDU) 0.1 $455k +129% 5.4k 84.13
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Nomura Hldgs Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (NMR) 0.1 $454k -6% 78k 5.79
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Fomento Economico Mexi Fsponsored Adr 1 Adr Reps 10 Ord Adr (FMX) 0.1 $450k +21% 5.3k 85.44
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Alcon Inc F Fgo (ALC) 0.1 $447k -10% 5.3k 84.85
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Telefonica S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (TEF) 0.1 $445k 111k 4.02
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Cardinal Health (CAH) 0.1 $437k 3.7k 118.11
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Deere & Company (DE) 0.1 $433k +8% 1.0k 422.85
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AutoZone (AZO) 0.1 $432k +6% 135.00 3200.00
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Netease Inc Fsponsored Adr 1 Adr Reps 5 Ord Adr (NTES) 0.1 $431k +111% 4.8k 89.09
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Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (TCOM) 0.1 $424k 6.2k 68.58
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Eletrobras Adr Fsponsored Adr 1 Adr Reps 1 Ord Adr (EBR) 0.1 $416k 73k 5.71
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United Parcel Service (UPS) 0.1 $408k +5% 3.2k 126.00
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Spdr S&p 500 Etf Iv Uie (SPY) 0.1 $406k 694.00 585.01
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Archer Daniels Midland Company (ADM) 0.1 $396k -2% 7.8k 50.52
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Vanguard Total World Stock Index Admiral MFC (VTWAX) 0.1 $384k 9.2k 41.56
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Keysight Technologies (KEYS) 0.1 $382k +5% 2.4k 160.37
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Totalenergies Se Fsponsored Adr 1 Adr Reps 1 Ord Adr (TTE) 0.1 $381k -48% 7.0k 54.41
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Crh Public Limited Co F Fgo (CRH) 0.1 $377k 4.1k 92.31
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Enbridge Inc F FGC (ENB) 0.1 $375k +6% 8.8k 42.41
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CVS Caremark Corporation (CVS) 0.1 $362k -26% 8.1k 44.89
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Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Adr (BABA) 0.1 $360k +54% 4.3k 84.67
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SYSCO Corporation (SYY) 0.1 $352k 4.6k 76.41
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Cmb Tech Nv F Fgo (CMBT) 0.1 $342k 34k 9.93
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Brookfield Asset Mgmt Fclass A FGC (BAM) 0.1 $339k 6.3k 54.16
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Dell Technologies (DELL) 0.1 $337k 2.9k 114.90
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Ishares S&p Small Cap 600 Etf Uie (IJS) 0.1 $336k 3.1k 108.32
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Charles Schwab Corporation (SCHW) 0.1 $333k 4.5k 73.84
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Biontech Se Funsponsored Adr 1 Adr Reps 1 Ord Adr (BNTX) 0.1 $333k +9% 2.9k 113.81
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Altria (MO) 0.1 $331k +6% 6.3k 52.23
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Verizon Communications (VZ) 0.1 $330k 8.3k 39.91
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Anglogold Ashanti Plc F Fgo (AU) 0.1 $326k 14k 23.06
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Suzano S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (SUZ) 0.1 $325k +11% 32k 10.11
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New Oriental Ed & Tech Fsponsored Adr 1 Adr Reps 10 Ord Adr (EDU) 0.1 $322k NEW 5.0k 64.11
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Fortinet (FTNT) 0.1 $320k NEW 3.4k 94.40
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Quest Diagnostics Incorporated (DGX) 0.1 $317k +7% 2.1k 150.74
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General Dynamics Corporation (GD) 0.1 $316k 1.2k 262.68
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Te Connectivity Plc F Fgo (TEL) 0.1 $314k 2.2k 142.73
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Fidelity Total Market Index MFC (FSKAX) 0.1 $310k 1.9k 161.29
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Aptiv Plc New F Fgo (APTV) 0.1 $308k NEW 5.1k 60.36
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Finvolution Group Fsponsored Adr 1 Adr Reps 5 Ord Adr (FINV) 0.1 $307k +7% 45k 6.78
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At&t (T) 0.1 $305k +8% 13k 22.74
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Invesco Db Precious Metals Fund Uie (DBP) 0.1 $303k 5.0k 60.60
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Public Storage Reit Ret (PSA) 0.1 $300k 1.0k 299.10
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O'reilly Automotive (ORLY) 0.1 $298k 252.00 1182.54
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Basf Se Fsponsored Adr 1 Adr Rep 0.25 Ord Adr (BASFY) 0.1 $296k 27k 10.88
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Vodafone Group Plc New Fsponsored Adr 1 Adr Reps 10 Ord Adr (VOD) 0.1 $295k NEW 35k 8.48
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Kellogg Company (K) 0.1 $294k +7% 3.6k 80.70
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Philip Morris International (PM) 0.1 $292k 2.4k 120.31
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Schwab Total Stock Market Index MFS (SWTSX) 0.1 $288k 2.9k 99.07
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First Horizon National Corporation (FHN) 0.1 $287k +7% 14k 20.13
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Tractor Supply Company (TSCO) 0.1 $279k +438% 5.3k 52.99
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British Amern Tob Plc Funsponsored Adr 1 Adr Reps 1 Ord Adr (BTI) 0.1 $275k 7.6k 36.26
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Booking Holdings (BKNG) 0.1 $273k 55.00 4963.64
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Chevron Corporation (CVX) 0.1 $265k 1.8k 144.65
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Packaging Corporation of America (PKG) 0.1 $264k 1.2k 224.87
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Spdr Gold Shares Etf Uie (GLD) 0.1 $263k 1.1k 241.51
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Fidelity Blue Chip Growth MFC (FBGRX) 0.1 $262k 1.2k 226.64
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Snap-on Incorporated (SNA) 0.1 $261k +11% 770.00 338.96
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Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (TAK) 0.1 $260k -3% 20k 13.22
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Thermo Fisher Scientific (TMO) 0.1 $258k 497.00 519.11
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CF Industries Holdings (CF) 0.1 $256k NEW 3.0k 85.30
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Intel Corporation (INTC) 0.1 $254k 13k 20.02
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Pdd Holdings Inc Funsponsored Adr 1 Adr Reps 4 Ord Adr (PDD) 0.1 $253k NEW 2.6k 96.93
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Fox Corporation (FOX) 0.1 $253k NEW 5.5k 45.68
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Wheaton Precious Metal F FGC (WPM) 0.1 $236k 4.2k 56.18
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Lam Research (LRCX) 0.1 $234k NEW 3.2k 72.22
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Omni (OMC) 0.1 $225k -4% 2.6k 86.01
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Air Products & Chemicals (APD) 0.1 $225k +6% 779.00 288.83
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Zto Express Cayman Inc Fsponsored Adr 1 Adr Reps 1 Ord Adr (ZTO) 0.1 $225k +12% 12k 19.53
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Descartes Sys Group In F FGC (DSGX) 0.1 $224k NEW 2.0k 113.42
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Gold Fields Ltd New Fsponsored Adr 1 Adr Reps 1 Ord Adr (GFI) 0.1 $211k -8% 16k 13.19
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Companhia De Saneament Fsponsored Adr 1 Adr Reps 1 Ord Adr (SBS) 0.1 $210k 15k 14.30
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Dodge & Cox Global Stock I MFC 0.1 $210k 15k 13.70
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Verisk Analytics (VRSK) 0.1 $209k 761.00 274.64
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Danaher Corporation (DHR) 0.1 $207k -2% 903.00 229.24
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Sirius XM Holdings (SIRI) 0.1 $206k 9.1k 22.73
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Corebridge Finl (CRBG) 0.1 $201k NEW 6.7k 29.80
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Past Filings by Lester Murray Antman dba SimplyRich

SEC 13F filings are viewable for Lester Murray Antman dba SimplyRich going back to 2017

View all past filings